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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
IF
6101
Integrity Financial
Cheyenne,
Wyoming
| $174M | +$3.67M | +2% | 2.14% | 66.3% | 258 | 18.6% | 2 |
|
| 6102 |
6102
Midwest Financial Group
Overland Park,
Kansas
| $174M | +$3.86M | +2% | 0.89% | 103% | 116 | 10.34% | 1.4 |
|
| 6103 |
FP
6103
Factorial Partners
Mt. Kisco,
New York
| $174M | +$336K | +0.2% | 1.9% | 88.7% | 79 | 17.72% | 3.1 |
|
| 6104 |
DVF
6104
Discovery Value Fund
Singapore
| $174M | -$20.5M | -11% | 12.3% | 210% | 5 | 20% | 2.3 |
|
| 6105 |
6105
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $174M | +$2.69M | +2% | 1.69% | 62.6% | 166 | 7.83% | 4.9 |
|
| 6106 |
6106
Ravenstone Capital Management
Toronto,
| $174M | +$7.84M | +5% | 0.1% | 63% | 87 | 62.07% | 1.1 |
|
| 6107 |
6107
HighMark Wealth Management
St. Paul,
Minnesota
| $174M | -$8.76M | -5% | 3.4% | 110% | 632 | 15.03% | 2.9 |
|
| 6108 |
6108
AllSquare Wealth Management
Albany,
New York
| $174M | -$2.13M | -1% | 0.25% | 62.4% | 551 | 3.81% | 5.5 |
|
| 6109 |
6109
Galaxy Digital Capital Management
New York
| $174M | – | – | 22.2% | – | 40 | – | 0 |
|
| 6110 |
CMS
6110
Capital Market Strategies
Palm Beach Gardens,
Florida
| $174M | +$7.8M | +5% | 4.31% | 120% | 167 | 15.57% | 1.5 |
|
| 6111 |
6111
Lynx Capital Group
Beachwood,
Ohio
| $174M | +$19.3M | +13% | 0.24% | 65.6% | 83 | 10.84% | 0.9 |
|
| 6112 |
XXIP
6112
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $173M | -$19.3M | -10% | 6.47% | 66.6% | 1 | 0% | 3 |
|
| 6113 |
6113
Yarger Wealth Strategies
Westerville,
Ohio
| $173M | -$7.36M | -4% | 1.93% | 55.1% | 99 | 14.14% | 1.7 |
|
| 6114 |
CH
6114
Cromwell Holdings
Jackson,
Wyoming
| $173M | +$17.7M | +11% | 2.79% | – | 635 | 6.61% | 0.5 |
|
| 6115 |
6115
First Affirmative Financial Network
Colorado Springs,
Colorado
| $173M | -$9.42M | -5% | 0.13% | – | 299 | 15.05% | 1.8 |
|
| 6116 |
NED
6116
Nancy E. Dempze
| $173M | -$6.08M | -3% | 0.15% | 83.1% | 103 | 9.71% | 3.6 |
|
| 6117 |
6117
Aspect Partners
Fairfax,
Virginia
| $173M | -$5.04M | -3% | 2.27% | 66.7% | 623 | 14.77% | 0.8 |
|
| 6118 |
6118
BlackDiamond Wealth Management
New York
| $173M | +$7.58M | +5% | 1.62% | 70.8% | 163 | 5.52% | 1.6 |
|
| 6119 |
6119
Sphera Management Technology Funds
Tel Aviv,
Israel
| $173M | – | – | 11.1% | – | 62 | – | 0 |
|
| 6120 |
6120
Values Added Financial
Washington,
District of Columbia
| $173M | +$14.2M | +9% | 1.54% | 65.9% | 118 | 13.56% | 1.1 |
|
| 6121 |
6121
Beaumont Asset Management
Beaumont,
Texas
| $173M | +$765K | +0.4% | 1.68% | 73.1% | 67 | 10.45% | 3.1 |
|
| 6122 |
SPI
6122
Sutton Place Investors
Katonah,
New York
| $173M | +$8.98M | +5% | 0.56% | 84% | 133 | 10.53% | 1.4 |
|
| 6123 |
AIM
6123
Athena Investment Management
Orinda,
California
| $173M | -$2.81M | -2% | 0.19% | 80.6% | 157 | 5.73% | 2.4 |
|
| 6124 |
6124
Mainsail Financial Group
Bellevue,
Washington
| $173M | +$4.11M | +2% | 0.03% | 61.9% | 51 | 5.88% | 1.8 |
|
| 6125 |
6125
Darrow Company
Needham,
Massachusetts
| $172M | +$446K | +0.3% | 1.3% | 44.5% | 51 | 7.84% | 1.8 |
|